Pantheon Macroeconomics
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Below is a list of our China+ Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep
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The upcoming seasonal rebound in construction activity won’t decisively turn around falling producer prices
China's slowing core consumer inflation indicates weak demand
Producer deflation steepens as construction activity splutters
Severe competition drives services price cuts in China, despite resilient demand
Caixin headline manufacturing index makes only minor revival, dragged by sinking new export orders
Caixin manufacturing index still at low level, despite modest uptick
Korea's manufacturing index robust, but export orders slip
In one line: China’s services sector rebounds after July’s bad weather, while construction index continues to dive.
In one line: China's manufacturing sector hit by rapidly weakening demand in August
Stagnant profit growth amid China's sluggish demand and ample capacity
China’s MLF rate was unchanged as expected
In one line: China’s loan prime rates unchanged in August as banking NIM at record low
China’s LPRs unchanged in August as banking NIM at record low
Slowing industrial production highlights China’s slumping property sector and rising trade frictions
China’s retail sales rebound in July, but weak consumer confidence and property woes weigh on growth
Fixed investment falters amid infrastructure slowdown and weak private investment
China’s property sales activity and price growth remain weak
PBoC shifts to new monetary framework: MLF operations to be carried out on 25th of every month
Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks
In one line: China’s TSF data suggest weak demand for loans in the real economy
China's consumer inflation buoyed by seasonal food inflation, rather than demand
Producer deflation extends decline amid oversupply
In one line: China's July exports disappoint market expectations
In one line: China’s foreign reserves rise on positive currency and asset valuation effects
In one line: China's July export growth falls short of expectations amid slowing momentum
Caixin PMI shows shrinking manufacturing activity for the first time in 9 months on extreme weather
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